LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,797
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$4.07M
3
+$1.15M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.11M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$16.8M
2
+$4.63M
3
+$4.31M
4
AVGO icon
Broadcom
AVGO
+$2.88M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.95M

Sector Composition

1 Technology 15.66%
2 Financials 13.81%
3 Healthcare 6.79%
4 Consumer Discretionary 3.87%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$15.3K ﹤0.01%
496
+72
1352
$15.3K ﹤0.01%
139
1353
$15.2K ﹤0.01%
157
+34
1354
$15.2K ﹤0.01%
1,184
+415
1355
$15.2K ﹤0.01%
221
+50
1356
$15.2K ﹤0.01%
549
1357
$15.2K ﹤0.01%
521
1358
$15.1K ﹤0.01%
400
1359
$15.1K ﹤0.01%
36
1360
$15.1K ﹤0.01%
594
-57
1361
$15.1K ﹤0.01%
330
-25
1362
$15K ﹤0.01%
176
-45
1363
$15K ﹤0.01%
546
-59
1364
$14.9K ﹤0.01%
4,915
+3,539
1365
$14.9K ﹤0.01%
180
+140
1366
$14.8K ﹤0.01%
189
1367
$14.8K ﹤0.01%
812
1368
$14.7K ﹤0.01%
1,455
+214
1369
$14.7K ﹤0.01%
292
+12
1370
$14.6K ﹤0.01%
161
+145
1371
$14.5K ﹤0.01%
289
+67
1372
$14.5K ﹤0.01%
209
1373
$14.4K ﹤0.01%
1,391
+842
1374
$14.4K ﹤0.01%
79
1375
$14.3K ﹤0.01%
1,576
+861
53 54
55
56 57